At a Glance
- Tasks: Lead and mentor a team of financial planners while driving performance and revenue.
- Company: Stephen Bell Associates, a reputable firm in London with a focus on financial planning.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work closely with senior leaders and enhance your career.
- Why this job: Shape the future of financial planning while making a real impact on your team's success.
- Qualifications: Experience in financial planning and strong leadership skills required.
The predicted salary is between 31500 - 38500 £ per year.
Stephen Bell Associates in London is seeking an experienced Team Leader/Supervisor to mentor and train a team of financial planners and advisers.
The role focuses on coaching, performance development and driving revenue for the team while maintaining high service standards.
You will guide advisers through complex retirement planning, ensure FCA compliance, and manage T&C activities under the Training & Competence scheme, working closely with senior leaders.
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Senior Financial Planning Team Leader employer: Stephen Bell Associates
Stephen Bell Associates is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Greater London. Employees benefit from comprehensive professional development opportunities and the chance to lead impactful marketing campaigns within a leading global asset management firm, making a meaningful contribution to the industry. With a focus on teamwork and stakeholder engagement, this role promises not only career growth but also the satisfaction of driving successful initiatives in a vibrant city.
